MOATVANECK ETF TRUST
CUSIP 92189F643 · Yahoo Finance ↗ · Google Finance ↗
Vaneck Etf Trust (MOAT) has 710 institutional holders in Filings Flow’s 13F database, together reporting 70.46M shares worth $6.7B as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and Bank Of America Corp /De/.
Institutional Holders
710
Q1 2026
Reported Value
$6.7B
Ticker
MOAT
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Boulay Financial Advisors, LLC$871M AUM | 24.64% | $215M | 2.22M | Q1 2026 |
| CEERA INVESTMENTS, LLC$228M AUM | 16.69% | $38M | 393.6K | Q1 2026 |
| Graver Capital Management, LLC$132M AUM | 14.07% | $19M | 191.6K | Q1 2026 |
| Verde Capital Management$468M AUM | 13.61% | $64M | 658.2K | Q1 2026 |
| KRM WEALTH MANAGEMENT L.L.C.$192M AUM | 10.39% | $20M | 206.3K | Q1 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 9.51% | $39M | 404.5K | Q1 2026 |
| Planned Solutions, Inc.$306M AUM | 9.22% | $28M | 291.5K | Q1 2026 |
| Buttonwood Financial Advisors Inc.$299M AUM | 8.88% | $27M | 274.4K | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 8.87% | $84M | 866.0K | Q1 2026 |
| Beaumont Asset Management, L.L.C.$222M AUM | 8.12% | $18M | 186.5K | Q1 2026 |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 7.82% | $39M | 405.5K | Q1 2026 |
| Kelman-Lazarov, Inc.$698M AUM | 7.78% | $54M | 561.0K | Q1 2026 |
| Altus Wealth Group LLC$244M AUM | 7.77% | $19M | 196.1K | Q1 2026 |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 7.51% | $10M | 102.6K | Q1 2026 |
| Coastline Complete Wealth LLC$161M AUM | 7.41% | $12M | 123.7K | Q1 2026 |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 7.14% | $47M | 471.3K | Q1 2026 |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 7.06% | $47M | 482.4K | Q1 2026 |
| Leelyn Smith, LLC$713M AUM | 6.94% | $49M | 511.6K | Q1 2026 |
| 46 Peaks LLC$137M AUM | 6.80% | $9M | 96.5K | Q1 2026 |
| Harbor Group, Inc.$692M AUM | 6.77% | $47M | 484.6K | Q1 2026 |
| American National Bank of Texas$105M AUM | 6.52% | $7M | 70.7K | Q1 2026 |
| Accredited Wealth Management, LLC$134M AUM | 6.37% | $9M | 3.6K | Q3 2025OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 6.18% | $17M | 168.2K | Q3 2025OLDER |
| Etesian Wealth Advisors, Inc.$313M AUM | 6.06% | $19M | 196.4K | Q1 2026 |
| Philadelphia Investment Partners, LLC$147M AUM | 5.99% | $9M | 91.1K | Q1 2026 |
| Farrow Financial, Inc.$176M AUM | 5.74% | $10M | 104.6K | Q1 2026 |
| Paller Financial Services Inc$134M AUM | 5.67% | $7M | 70.9K | Q1 2026 |
| Family Office Research LLC$230M AUM | 5.65% | $13M | 134.5K | Q1 2026 |
| Summit Asset Management, LLC$719M AUM | 5.21% | $37M | 387.0K | Q1 2026 |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 5.08% | $9M | 88.0K | Q1 2026 |
| Aspen Wealth Strategies, LLC$187M AUM | 5.07% | $9M | 98.2K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 5.02% | $46M | 479.3K | Q1 2026 |
| Apriem Advisors$1.0B AUM | 5.01% | $52M | 542.5K | Q1 2026 |
| TPG Advisors LLC$160M AUM | 4.79% | $8M | 79.5K | Q1 2026 |
| Richmond Investment Services, LLC$619M AUM | 4.73% | $29M | 302.9K | Q1 2026 |
| TME FINANCIAL, INC.$144M AUM | 4.61% | $7M | 68.8K | Q1 2026 |
| Virtus Wealth Solutions LLC$525M AUM | 4.57% | $24M | 248.1K | Q1 2026 |
| Employees' Retirement Fund of the City of Fort Worth$230M AUM | 4.54% | $10M | 108.1K | Q1 2026 |
| SFMG, LLC$1.5B AUM | 4.40% | $65M | 672.3K | Q1 2026 |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 4.37% | $7M | 69.1K | Q1 2026 |
| Copley Financial Group, Inc.$166M AUM | 4.31% | $7M | 73.9K | Q1 2026 |
| LEGACY SOLUTIONS, LLC$124M AUM | 4.21% | $5M | 47.0K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 4.19% | $259M | 2.68M | Q1 2026 |
| Boomfish Wealth Group, LLC$187M AUM | 3.79% | $7M | 73.4K | Q1 2026 |
| Activest Wealth Management$569M AUM | 3.38% | $19M | 199.1K | Q1 2026 |
| PALO ALTO WEALTH ADVISORS, LLC$343M AUM | 3.38% | $12M | 114.1K | Q3 2025OLDER |
| Joseph Group Capital Management$400M AUM | 3.30% | $13M | 136.4K | Q1 2026 |
| Tacita Capital Inc$169M AUM | 3.29% | $6M | 57.5K | Q1 2026 |
| Laurel Wealth Planning LLC$190M AUM | 3.27% | $6M | 64.0K | Q1 2026 |
| Capital Developers, LLC$111M AUM | 3.24% | $4M | 37.2K | Q1 2026 |
| FWG Holdings, LLC$265M AUM | 3.14% | $8M | 85.7K | Q1 2026 |
| Darrow Company, Inc.$222M AUM | 3.05% | $7M | 70.1K | Q1 2026 |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 3.01% | $6M | 63.8K | Q1 2026 |
| Commerce Advisors, LLC$119M AUM | 2.95% | $4M | 36.4K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 2.89% | $72M | 743.4K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 2.88% | $35M | 358.1K | Q1 2026 |
| Foguth Wealth Management, LLC.$857M AUM | 2.84% | $18M | 176.9K | Q4 2025OLDER |
| Apexium Financial, LP$2.1B AUM | 2.83% | $58M | 588.0K | Q3 2025OLDER |
| Ferguson Shapiro LLC$342M AUM | 2.79% | $9M | 94.6K | Q1 2026 |
| Napier Financial, LLC$436M AUM | 2.76% | $12M | 124.7K | Q1 2026 |
| Farrell Financial LLC$167M AUM | 2.71% | $5M | 47.0K | Q1 2026 |
| Fermata Advisors, LLC$495M AUM | 2.71% | $12M | 124.2K | Q1 2026 |
| Fortune Financial Advisors, LLC$196M AUM | 2.69% | $5M | 54.6K | Q1 2026 |
| Stonebridge Financial Group, LLC / MO$119M AUM | 2.54% | $3M | 31.1K | Q1 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 2.52% | $9M | 89.4K | Q1 2026 |
| James J. Burns & Company, LLC$737M AUM | 2.40% | $18M | 182.6K | Q1 2026 |
| Midwest Financial Group LLC$234M AUM | 2.38% | $6M | 57.7K | Q1 2026 |
| Jacksonville Wealth Management, LLC$148M AUM | 2.33% | $3M | 35.6K | Q1 2026 |
| Selby Wealth Management, LLC$282M AUM | 2.31% | $6M | 60.7K | Q1 2026 |
| Elevation Capital Advisory, LLC$235M AUM | 2.27% | $5M | 55.1K | Q1 2026 |
| BXM Wealth LLC$130M AUM | 2.23% | $3M | 29.9K | Q1 2026 |
| EnRich Financial Partners LLC$377M AUM | 2.18% | $8M | 85.1K | Q1 2026 |
| Berkshire Money Management, Inc.$976M AUM | 2.13% | $21M | 215.2K | Q1 2026 |
| TTP Investments, Inc.$247M AUM | 2.12% | $7M | 62.9K | Q4 2025OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 2.09% | $20M | 203.9K | Q1 2026 |
| Ducere Wealth Management LLC$259M AUM | 2.07% | $5M | 51.6K | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 1.92% | $17M | 172.1K | Q1 2026 |
| Tranquility Partners, LLC$265M AUM | 1.86% | $5M | 52.1K | Q1 2026 |
| First Financial Group Corp$122M AUM | 1.81% | $2M | 22.9K | Q1 2026 |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 1.79% | $2M | 22.0K | Q1 2026 |
| Sunpointe, LLC$305M AUM | 1.67% | $5M | 52.6K | Q1 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 1.66% | $3M | 31.7K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 1.51% | $14M | 148.3K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 1.48% | $4M | 42.1K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 1.44% | $20M | 203.9K | Q1 2026 |
| DHK Financial Advisors, Inc.$174M AUM | 1.44% | $3M | 26.7K | Q2 2025OLDER |
| IRON Financial LLC$229M AUM | 1.43% | $3M | 33.8K | Q1 2026 |
| Stonebridge Financial Planning Group, LLC$272M AUM | 1.42% | $4M | 40.0K | Q1 2026 |
| Tanager Wealth Management LLP$1.0B AUM | 1.40% | $14M | 149.4K | Q1 2026 |
| Goepper Burkhardt LLC$299M AUM | 1.39% | $4M | 43.0K | Q1 2026 |
| Goldstone Financial Group, LLC$922M AUM | 1.37% | $13M | 130.6K | Q1 2026 |
| Financial Partners Group, LLC$276M AUM | 1.34% | $4M | 39.6K | Q2 2025OLDER |
| Lunt Capital Management, Inc.$260M AUM | 1.33% | $3M | 35.7K | Q1 2026 |
| Plotkin Financial Advisors, LLC$199M AUM | 1.31% | $3M | 27.0K | Q1 2026 |
| SIERRA OCEAN, LLC$122M AUM | 1.29% | $2M | 16.3K | Q1 2026 |
| Burns Matteson Capital Management, LLC$273M AUM | 1.27% | $4M | 35.0K | Q4 2025OLDER |
| Cross Staff Investments Inc$197M AUM | 1.24% | $2M | 25.2K | Q1 2026 |
| Element Squared LLC$177M AUM | 1.22% | $2M | 22.4K | Q1 2026 |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 1.21% | $4M | 45.4K | Q1 2026 |
| Atlas Wealth LLC$334M AUM | 1.20% | $4M | 41.4K | Q1 2026 |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 1.17% | $10M | 107.1K | Q1 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 1.14% | $1M | 13.6K | Q1 2026 |
| Tulsa Wealth Advisors, INC$570M AUM | 1.12% | $6M | 66.1K | Q1 2026 |
| Creekside Partners$243M AUM | 1.12% | $3M | 28.1K | Q1 2026 |
| AVALON CAPITAL MANAGEMENT$354M AUM | 1.08% | $4M | 39.6K | Q1 2026 |
| HICKORY ASSET MANAGEMENT, INC.$121M AUM | 1.06% | $1M | 13.7K | Q2 2025OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 1.04% | $9M | 93.9K | Q1 2026 |
| PSI Advisors, LLC$418M AUM | 1.03% | $4M | 44.4K | Q1 2026 |
| Paragon Advisors, LLC$371M AUM | 1.00% | $4M | 38.3K | Q1 2026 |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.98% | $1M | 13.4K | Q1 2026 |
| Cutler Capital Management, LLC$370M AUM | 0.96% | $4M | 36.8K | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.95% | $3M | 31.6K | Q1 2026 |
| M3 Advisory Group, LLC$162M AUM | 0.93% | $2M | 15.7K | Q1 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.93% | $4M | 42.5K | Q1 2026 |
| Vantage Point Financial LLC$285M AUM | 0.92% | $3M | 27.0K | Q1 2026 |
| Philip James Wealth Mangement, LLC$870M AUM | 0.91% | $8M | 81.6K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.89% | $27M | 279.7K | Q1 2026 |
| Westshore Wealth, LLC$285M AUM | 0.88% | $3M | 26.1K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.88% | $20M | 205.6K | Q1 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.86% | $1M | 13.8K | Q1 2026 |
| RDA Financial Network$459M AUM | 0.85% | $3M | 35.3K | Q1 2026 |
| Tactive Advisors, LLC$406M AUM | 0.85% | $3M | 31.1K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.84% | $8M | 80.7K | Q1 2026 |
| Pioneer Family Office, LLC$156M AUM | 0.84% | $1M | 13.5K | Q1 2026 |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.83% | $4M | 41.5K | Q2 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.79% | $1M | 14.8K | Q1 2026 |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.78% | $4M | 44.6K | Q1 2026 |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 0.78% | $1M | 13.7K | Q1 2026 |
| Tradewinds, LLC.$310M AUM | 0.77% | $1M | 10.8K | Q2 2025OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.72% | $4M | 38.0K | Q1 2026 |
| Turning Point Benefit Group, Inc.$157M AUM | 0.72% | $1M | 11.7K | Q1 2026 |
| Valued Retirements, Inc.$102M AUM | 0.71% | $727,861 | 7.5K | Q1 2026 |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 0.71% | $1M | 11.0K | Q1 2026 |
| Realta Investment Advisors$288M AUM | 0.71% | $2M | 21.1K | Q1 2026 |
| Endowment Wealth Management, Inc.$226M AUM | 0.71% | $2M | 16.5K | Q1 2026 |
| First International Bank & Trust$288M AUM | 0.71% | $2M | 20.5K | Q3 2025OLDER |
| Smith Anglin Financial, LLC$1.1B AUM | 0.66% | $7M | 77.6K | Q2 2025OLDER |
| Echo45 Advisors LLC$178M AUM | 0.64% | $1M | 11.7K | Q1 2026 |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.62% | $2M | 22.0K | Q1 2026 |
| OakTrust Wealth Advisors, LLC$110M AUM | 0.61% | $673,025 | 7.0K | Q1 2026 |
| WealthPLAN Partners, LLC$518M AUM | 0.60% | $3M | 32.2K | Q1 2026 |
| Eagle Strategies LLC$837M AUM | 0.60% | $5M | 51.8K | Q1 2026 |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.60% | $1M | 13.4K | Q3 2025OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.59% | $2M | 20.7K | Q1 2026 |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.59% | $797,001 | 8.2K | Q1 2026 |
| Provident Wealth Management, LLC$331M AUM | 0.57% | $2M | 19.6K | Q1 2026 |
| FCA CORP /TX$354M AUM | 0.57% | $2M | 20.9K | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.57% | $841,870 | 8.7K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.57% | $24M | 253.1K | Q1 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.56% | $7M | 69.0K | Q1 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 0.53% | $6M | 58.4K | Q1 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.53% | $8M | 80.2K | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.53% | $1M | 10.5K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.52% | $5M | 56.5K | Q2 2025OLDER |
| Mendel Money Management$239M AUM | 0.52% | $1M | 12.9K | Q1 2026 |
| ATX Financial Planning, LLC$132M AUM | 0.51% | $672,145 | 7.0K | Q1 2026 |
| Allen Capital Group, LLC$1.1B AUM | 0.51% | $6M | 59.0K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.50% | $590,618 | 5.7K | Q4 2025OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.50% | $4M | 43.7K | Q1 2026 |
| United Community Bank$300M AUM | 0.50% | $1M | 15.6K | Q2 2025OLDER |
| LAVELLE CAPITAL LP$158M AUM | 0.48% | $755,470 | 7.3K | Q1 2026 |
| Morningstar Investment Management LLC$1.6B AUM | 0.48% | $8M | 77.8K | Q4 2025OLDER |
| Fiduciary Planning LLC$331M AUM | 0.47% | $2M | 16.2K | Q1 2026 |
| Guardian Capital, LLC$105M AUM | 0.47% | $490,831 | 5.1K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.47% | $2M | 23.8K | Q1 2026 |
| Financial Partners Group, Inc$836M AUM | 0.45% | $4M | 38.9K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.44% | $35M | 363.5K | Q1 2026 |
| Sageworth Trust Co of South Dakota$126M AUM | 0.44% | $463,736 | 4.7K | Q3 2025OLDER |
| MADDEN SECURITIES Corp$333M AUM | 0.44% | $1M | 15.0K | Q1 2026 |
| Bawa N Mallick Trust$244M AUM | 0.44% | $1M | 11.0K | Q1 2026 |
| S.E.E.D. Planning Group LLC$344M AUM | 0.43% | $1M | 15.3K | Q1 2026 |
| Stirlingshire Investments, Inc.$114M AUM | 0.42% | $484,384 | 5.0K | Q1 2026 |
| EWG Elevate Inc.$320M AUM | 0.42% | $1M | 14.7K | Q2 2025OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.42% | $1M | 11.3K | Q1 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.42% | $3M | 35.0K | Q1 2026 |
| Roundview Capital LLC$1.6B AUM | 0.42% | $7M | 69.0K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.41% | $21M | 219.4K | Q1 2026 |
| PEAK FINANCIAL ADVISORS LLC$226M AUM | 0.41% | $922,518 | 9.5K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.41% | $12M | 134.2K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.40% | $73M | 774.2K | Q2 2025OLDER |
| Dorato Capital Management$135M AUM | 0.39% | $529,482 | 5.4K | Q1 2026 |
| Balance Wealth, LLC$322M AUM | 0.39% | $1M | 13.0K | Q1 2026 |
| Trademark Financial Management, LLC$204M AUM | 0.38% | $778,748 | 8.1K | Q1 2026 |
| WARNER FINANCIAL, INC$340M AUM | 0.37% | $1M | 11.3K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.36% | $59M | 611.4K | Q1 2026 |
| Beckerman Institutional, LLC$188M AUM | 0.36% | $678,831 | 7.0K | Q1 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.36% | $544,403 | 5.6K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.35% | $8M | 82.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.34% | $7M | 196.9K | Q1 2026 |
| WBI INVESTMENTS, LLC$362M AUM | 0.34% | $1M | 12.8K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.34% | $5M | 48.8K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.34% | $5M | 48.2K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.34% | $12M | 123.9K | Q1 2026 |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 0.34% | $700,542 | 7.2K | Q1 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.33% | $1M | 15.5K | Q1 2026 |
| Anson Capital, Inc.$146M AUM | 0.33% | $478,676 | 5.0K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.33% | $2M | 21.2K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.33% | $1M | 14.5K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.32% | $20M | 205.8K | Q1 2026 |
| GRIES FINANCIAL LLC$633M AUM | 0.32% | $2M | 20.5K | Q3 2025OLDER |
| Winter & Associates, Inc.$133M AUM | 0.32% | $363,249 | 3.7K | Q1 2026 |
| Oak Barrel Wealth Advisory LLC$167M AUM | 0.31% | $522,290 | 5.0K | Q1 2026 |
| Kapstone Financial Advisors LLC$204M AUM | 0.31% | $633,772 | 6.6K | Q1 2026 |
| Able Wealth Management LLC$374M AUM | 0.31% | $1M | 12.0K | Q1 2026 |
| Asset One Wealth Management LLC$904M AUM | 0.31% | $3M | 27.4K | Q1 2026 |
| Holos Integrated Wealth LLC$198M AUM | 0.30% | $597,655 | 6.2K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.30% | $4M | 40.3K | Q1 2026 |
| IMG Wealth Management, Inc.$157M AUM | 0.30% | $472,960 | 4.9K | Q1 2026 |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.30% | $4M | 39.1K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.30% | $31M | 318.6K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.30% | $13M | 130.8K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.30% | $5M | 55.5K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.30% | $26M | 270.1K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.29% | $4M | 43.0K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.29% | $14M | 146.4K | Q1 2026 |
| Westview Management dba Westview Investment Advisors$192M AUM | 0.29% | $551,577 | 5.7K | Q1 2026 |
| Compass Advisory Group LLC$374M AUM | 0.29% | $1M | 11.0K | Q1 2026 |
| Kaydan Wealth Management, Inc.$299M AUM | 0.28% | $851,734 | 8.8K | Q1 2026 |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.28% | $2M | 16.1K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.28% | $26M | 265.6K | Q1 2026 |
| Sugar Maple Asset Management, LLC$165M AUM | 0.27% | $380,367 | 3.8K | Q3 2025OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.27% | $1M | 9.9K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.27% | $21M | 215.4K | Q1 2026 |
| Samalin Investment Counsel, LLC$282M AUM | 0.26% | $743,754 | 7.7K | Q1 2026 |
| SK Wealth Management, LLC$360M AUM | 0.26% | $948,412 | 9.8K | Q1 2026 |
| Accelerate Investment Advisors LLC$150M AUM | 0.26% | $389,297 | 4.0K | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.26% | $898,360 | 8.7K | Q4 2025OLDER |
| Red Mountain Financial, LLC$106M AUM | 0.26% | $272,234 | 2.8K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.26% | $10M | 96.4K | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.26% | $2M | 23.0K | Q1 2026 |
| Ascension Capital Advisors, Inc.$318M AUM | 0.25% | $808,702 | 8.4K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.25% | $2M | 21.5K | Q1 2026 |
| Smart Money Group LLC$344M AUM | 0.25% | $848,875 | 8.8K | Q1 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.24% | $2M | 18.5K | Q4 2025OLDER |
| Smith Thornton Advisors LLC$199M AUM | 0.24% | $480,374 | 5.0K | Q1 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.24% | $1M | 12.5K | Q1 2026 |
| Fairscale Capital, LLC$145M AUM | 0.23% | $337,483 | 3.5K | Q1 2026 |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.23% | $963,436 | 10.0K | Q1 2026 |
| Autumn Glory Partners, LLC$272M AUM | 0.23% | $632,428 | 6.5K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.23% | $2M | 18.5K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.23% | $4M | 44.4K | Q1 2026 |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.23% | $806,325 | 7.8K | Q4 2025OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.23% | $2M | 16.1K | Q1 2026 |
| Barnett & Company, Inc.$129M AUM | 0.23% | $289,713 | 3.0K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.22% | $4M | 44.5K | Q1 2026 |
| Rollins Financial Advisors, LLC$632M AUM | 0.22% | $1M | 14.6K | Q1 2026 |
| SWMG, LLC$350M AUM | 0.22% | $777,275 | 8.0K | Q1 2026 |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.22% | $478,798 | 5.1K | Q2 2025OLDER |
| XML Financial, LLC$1.2B AUM | 0.22% | $3M | 27.7K | Q1 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.22% | $732,004 | 7.6K | Q1 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.21% | $461,261 | 4.8K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.21% | $4M | 39.5K | Q1 2026 |
| Resurgent Financial Advisors LLC$277M AUM | 0.21% | $583,140 | 6.0K | Q1 2026 |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.21% | $3M | 30.2K | Q1 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 0.21% | $524,791 | 5.4K | Q1 2026 |
| Obermeyer Wealth Partners$2.2B AUM | 0.21% | $5M | 46.6K | Q1 2026 |
| Castle Rock Wealth Management, LLC$509M AUM | 0.21% | $953,216 | 9.9K | Q1 2026 |
| Smith Partners Wealth Management, LLC$112M AUM | 0.21% | $223,586 | 2.2K | Q4 2025OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.20% | $802,464 | 8.3K | Q1 2026 |
| BCS Wealth Management$490M AUM | 0.20% | $985,376 | 10.2K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.20% | $1M | 13.1K | Q1 2026 |
| Cascade Financial Partners, LLC$970M AUM | 0.19% | $2M | 19.5K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.19% | $7M | 72.1K | Q1 2026 |
| COFG Advisors, LLC$404M AUM | 0.19% | $774,678 | 8.0K | Q1 2026 |
| Family Capital Management, Inc.$225M AUM | 0.19% | $430,412 | 4.5K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.19% | $6M | 58.3K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.19% | $24M | 246.5K | Q1 2026 |
| Wilkerson Advisory Group LLC$291M AUM | 0.19% | $547,607 | 5.7K | Q1 2026 |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.19% | $2M | 18.4K | Q1 2026 |
| Phraction Management LLC$483M AUM | 0.18% | $879,487 | 9.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.18% | $130M | 1.34M | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.18% | $5M | 50.2K | Q1 2026 |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.18% | $279,139 | 2.7K | Q4 2025OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.18% | $284,255 | 2.9K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.17% | $2M | 20.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.17% | $37M | 379.1K | Q1 2026 |
| WILLNER & HELLER, LLC$160M AUM | 0.17% | $237,486 | 2.3K | Q4 2025OLDER |
| MEMBERS WEALTH LLC$182M AUM | 0.17% | $266,138 | 2.6K | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.17% | $14M | 141.3K | Q1 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.17% | $210,010 | 2.0K | Q4 2025OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 0.16% | $528,196 | 5.5K | Q1 2026 |
| Soundwatch Capital LLC$793M AUM | 0.16% | $1M | 13.3K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.16% | $3M | 31.3K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.16% | $60M | 624.9K | Q1 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.16% | $2M | 20.1K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.16% | $2M | 21.7K | Q1 2026 |
| Auxano Advisors, LLC$501M AUM | 0.16% | $786,078 | 8.1K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.16% | $4M | 45.9K | Q1 2026 |
| TFR Capital, LLC.$326M AUM | 0.16% | $510,769 | 5.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.15% | $564M | 5.83M | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.15% | $12M | 126.9K | Q1 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.15% | $218,042 | 2.2K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.15% | $2M | 23.5K | Q1 2026 |
| VAN DEN BERG MANAGEMENT I, INC$436M AUM | 0.15% | $641,032 | 6.6K | Q1 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.15% | $1M | 11.5K | Q1 2026 |
| Long Island Wealth Management, Inc.$216M AUM | 0.15% | $314,271 | 3.3K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.15% | $6M | 68.2K | Q2 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.14% | $4M | 46.4K | Q1 2026 |
| Stillwater Wealth Management Group$162M AUM | 0.14% | $232,080 | 2.4K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.14% | $1M | 12.0K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.14% | $22M | 220.3K | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.14% | $826,074 | 8.5K | Q1 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.14% | $438,717 | 4.5K | Q1 2026 |
| Piedmont Capital Management, LLC$197M AUM | 0.14% | $272,750 | 2.8K | Q1 2026 |
| KPP Advisory Services LLC$689M AUM | 0.14% | $952,398 | 9.8K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.14% | $4M | 38.6K | Q1 2026 |
| Whelan Financial$322M AUM | 0.13% | $432,636 | 4.5K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.13% | $2M | 22.4K | Q1 2026 |
| Emergent Wealth Advisors, LLC$169M AUM | 0.13% | $224,248 | 2.3K | Q1 2026 |
| Capasso Planning Partners LLC$185M AUM | 0.13% | $215,880 | 2.2K | Q3 2025OLDER |
| Traction Financial Partners, LLC$162M AUM | 0.13% | $214,964 | 2.2K | Q1 2026 |
| Trajan Wealth LLC$2.5B AUM | 0.13% | $3M | 33.8K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.13% | $3M | 27.0K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.13% | $2M | 21.4K | Q1 2026 |
| Atlas Brown,Inc.$372M AUM | 0.13% | $429,703 | 4.4K | Q1 2026 |
| Future Financial Wealth Managment LLC$155M AUM | 0.13% | $200,505 | 2.0K | Q1 2026 |
| Quartz Partners, LLC$259M AUM | 0.13% | $344,441 | 3.3K | Q4 2025OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.13% | $218,296 | 2.3K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.13% | $7M | 71.9K | Q1 2026 |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 0.13% | $234,207 | 2.4K | Q1 2026 |
| NavPoint Financial, Inc.$247M AUM | 0.12% | $305,872 | 3.2K | Q1 2026 |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.12% | $464,161 | 4.8K | Q1 2026 |
| Aventura Private Wealth, LLC$273M AUM | 0.12% | $331,294 | 3.4K | Q1 2026 |
| Stiles Financial Services Inc$327M AUM | 0.12% | $392,628 | 4.1K | Q1 2026 |
| GatePass Capital, LLC$214M AUM | 0.12% | $256,062 | 2.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.12% | $112M | 1.16M | Q1 2026 |
| Navis Wealth Advisors, LLC$196M AUM | 0.12% | $233,460 | 2.4K | Q1 2026 |
| Marshall Financial Group, LLC$625M AUM | 0.12% | $743,668 | 7.7K | Q1 2026 |
| Parkway Wealth Management Group, LLC$791M AUM | 0.12% | $935,314 | 9.5K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.12% | $2M | 15.1K | Q4 2025OLDER |
| Clarity Capital Partners LLC$280M AUM | 0.12% | $325,451 | 3.5K | Q2 2025OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.12% | $504,712 | 5.2K | Q1 2026 |
| Lynx Investment Advisory$209M AUM | 0.12% | $211,580 | 2.0K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.11% | $4M | 45.8K | Q1 2026 |
| 360 Financial, Inc.$332M AUM | 0.11% | $377,545 | 3.9K | Q1 2026 |
| Dash Acquisitions Inc.$480M AUM | 0.11% | $546,169 | 5.3K | Q1 2026 |
| Alchemi Wealth, LLC$180M AUM | 0.11% | $203,070 | 2.1K | Q1 2026 |
| Quattro Advisors LLC$115M AUM | 0.11% | $140,513 | 1.4K | Q4 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.11% | $1M | 12.8K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.11% | $945,565 | 9.8K | Q1 2026 |
| Oliver Luxxe Assets LLC$680M AUM | 0.11% | $708,511 | 7.3K | Q1 2026 |
| Weaver Consulting Group$420M AUM | 0.11% | $382,392 | 4.1K | Q2 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.11% | $21M | 213.8K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.11% | $1M | 12.2K | Q1 2026 |
| Madden Advisory Services, Inc.$254M AUM | 0.10% | $266,308 | 2.8K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.10% | $3M | 31.9K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.10% | $5M | 53.1K | Q1 2026 |
| Hoese & Co LLP$135M AUM | 0.10% | $140,021 | 1.4K | Q1 2026 |
| Commonwealth Financial Services, LLC$632M AUM | 0.10% | $651,526 | 6.7K | Q1 2026 |
| Elmwood Wealth Management, Inc.$400M AUM | 0.10% | $370,652 | 3.8K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.10% | $182,783 | 1.8K | Q4 2025OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.10% | $2M | 18.3K | Q1 2026 |
| Santori & Peters, Inc.$321M AUM | 0.10% | $276,814 | 2.8K | Q3 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.10% | $4M | 43.9K | Q1 2026 |
| Clarus Group, Inc.$279M AUM | 0.10% | $271,244 | 2.8K | Q1 2026 |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.10% | $343,575 | 3.6K | Q1 2026 |
| Southland Equity Partners LLC$571M AUM | 0.10% | $491,720 | 5.1K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.10% | $9M | 91.8K | Q1 2026 |
| Westend Capital Management, LLC$333M AUM | 0.10% | $316,886 | 3.3K | Q1 2026 |
| LANDAAS & CO /WI /ADV$456M AUM | 0.09% | $425,480 | 4.4K | Q1 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 0.09% | $397,831 | 4.1K | Q1 2026 |
| New Insight Wealth Advisors$279M AUM | 0.09% | $254,805 | 2.6K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.09% | $7M | 75.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.09% | $62M | 638.6K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.09% | $1M | 11.7K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.09% | $16M | 164.4K | Q1 2026 |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.09% | $2M | 21.7K | Q1 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.09% | $317,079 | 3.3K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.09% | $602,264 | 6.2K | Q1 2026 |
| Baron Wealth Management LLC$386M AUM | 0.09% | $292,518 | 3.0K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.09% | $3M | 29.1K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.09% | $9M | 94.8K | Q2 2025OLDER |
| United Advisor Group, LLC$811M AUM | 0.08% | $687,492 | 7.1K | Q1 2026 |
| Ketron Financial$279M AUM | 0.08% | $236,625 | 2.4K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.08% | $2M | 15.5K | Q1 2026 |
| Patten Group, Inc.$575M AUM | 0.08% | $480,406 | 5.0K | Q1 2026 |
| Clare Market Investments LLC$478M AUM | 0.08% | $394,406 | 4.1K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.08% | $5M | 49.5K | Q1 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.08% | $145,050 | 1.5K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.08% | $1M | 12.3K | Q1 2026 |
| Landmark Wealth Management, LLC$373M AUM | 0.08% | $211,160 | 2.0K | Q4 2025OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.08% | $1M | 11.2K | Q1 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.08% | $733,378 | 7.6K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.08% | $259M | 2.68M | Q1 2026 |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.08% | $213,955 | 2.1K | Q4 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.08% | $152,979 | 1.6K | Q1 2026 |
| National Wealth Management Group, LLC$269M AUM | 0.08% | $223,379 | 2.2K | Q4 2025OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.08% | $1M | 10.8K | Q1 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 0.08% | $359,353 | 3.6K | Q1 2026 |
| Sensible Money, LLC$329M AUM | 0.08% | $250,357 | 2.6K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.08% | $14M | 144.3K | Q1 2026 |
| Minot DeBlois Advisors LLC$110M AUM | 0.07% | $82,195 | 850 | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.07% | $14M | 141.0K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.07% | $511,446 | 5.3K | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.07% | $443,772 | 4.6K | Q1 2026 |
| Sterling Investment Counsel, LLC$357M AUM | 0.07% | $258,189 | 2.7K | Q1 2026 |
| BAYBAN$115M AUM | 0.07% | $83,162 | 860 | Q1 2026 |
| Legacy Financial Strategies, LLC$554M AUM | 0.07% | $397,534 | 4.1K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.07% | $2M | 15.6K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.07% | $13M | 131.3K | Q1 2026 |
| Sonoma Allocations LLC$322M AUM | 0.07% | $204,998 | 2.1K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.07% | $1M | 10.6K | Q1 2026 |
| CFO4Life Group, LLC$656M AUM | 0.07% | $455,848 | 4.7K | Q1 2026 |
| Lowe Wealth Advisors, LLC$274M AUM | 0.07% | $189,201 | 1.9K | Q3 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.07% | $205,200 | 2.1K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.07% | $2M | 25.8K | Q1 2026 |
| Vision Capital Management, Inc.$792M AUM | 0.07% | $527,306 | 5.5K | Q1 2026 |
| IPG Investment Advisors LLC$582M AUM | 0.07% | $385,446 | 4.0K | Q1 2026 |
| First International Bank of Israel Ltd.$340M AUM | 0.07% | $223,184 | 2.3K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.06% | $4M | 35.1K | Q4 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.06% | $193,873 | 2.0K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.06% | $768,207 | 7.9K | Q1 2026 |
| Family Legacy Financial Solutions, LLC$164M AUM | 0.06% | $83,072 | 838 | Q3 2025OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.06% | $105,693 | 1.1K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.06% | $130M | 1.38M | Q1 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.06% | $223,894 | 2.3K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.06% | $4M | 43.2K | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.06% | $499,838 | 5.3K | Q2 2025OLDER |
| &PARTNERS$20.2B AUM | 0.06% | $12M | 126.8K | Q1 2026 |
| Essex Bank$452M AUM | 0.06% | $267,894 | 2.7K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.06% | $56M | 574.2K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.06% | $4M | 39.3K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.06% | $2M | 16.6K | Q4 2025OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.2B AUM | 0.06% | $604,433 | 6.3K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.06% | $1M | 10.6K | Q1 2026 |
| Principle Wealth Partners LLC$1.7B AUM | 0.06% | $1M | 10.4K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.06% | $2M | 20.9K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.06% | $727,939 | 7.3K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.06% | $2M | 16.4K | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.06% | $4M | 39.4K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.06% | $325,492 | 3.4K | Q1 2026 |
| NFSG Corp$608M AUM | 0.06% | $343,751 | 3.6K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.06% | $638,458 | 6.6K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.06% | $28M | 285.1K | Q1 2026 |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.06% | $708,908 | 7.3K | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.05% | $259,293 | 2.7K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.05% | $1M | 13.4K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.05% | $3M | 26.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.05% | $26M | 284.7K | Q1 2026 |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.05% | $813,596 | 8.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.05% | $19M | 194.2K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.05% | $1M | 11.4K | Q1 2026 |
| Almanack Investment Partners, LLC.$592M AUM | 0.05% | $293,291 | 3.0K | Q1 2026 |
| Arlington Financial Advisors, LLC$702M AUM | 0.05% | $335,167 | 3.4K | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.05% | $951,864 | 9.8K | Q1 2026 |
| Burt Wealth Advisors$407M AUM | 0.05% | $200,500 | 2.0K | Q3 2025OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 0.05% | $80,164 | 829 | Q1 2026 |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.05% | $235,464 | 2.4K | Q1 2026 |
| Granite Bay Wealth Management, LLC$470M AUM | 0.05% | $200,078 | 1.9K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.05% | $34M | 351.2K | Q1 2026 |
| Wolff Financial Management LLC$453M AUM | 0.05% | $210,154 | 2.0K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.05% | $31M | 322.8K | Q1 2026 |
| Fortis Capital Management LLC$977M AUM | 0.05% | $451,216 | 4.7K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.05% | $672,180 | 6.5K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.05% | $381,095 | 3.9K | Q1 2026 |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.05% | $246,387 | 2.5K | Q3 2025OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.04% | $212,583 | 2.2K | Q1 2026 |
| TSG Advice Partners, LLC$667M AUM | 0.04% | $300,254 | 3.1K | Q1 2026 |
| ProVise Management Group, LLC$1.4B AUM | 0.04% | $617,043 | 6.4K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $381,288 | 3.9K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.04% | $947,522 | 9.8K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.04% | $757,570 | 7.8K | Q1 2026 |
| Goodman Advisory Group, LLC$385M AUM | 0.04% | $166,906 | 1.7K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.04% | $416,676 | 4.3K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.04% | $741,612 | 7.7K | Q1 2026 |
| True North Advisors, LLC$877M AUM | 0.04% | $365,236 | 3.8K | Q1 2026 |
| Pathway Financial Advisers, LLC$354M AUM | 0.04% | $140,912 | 1.4K | Q3 2025OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.04% | $161,296 | 1.7K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.04% | $554M | 5.73M | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.04% | $23M | 235.8K | Q1 2026 |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.04% | $1M | 13.3K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.04% | $664M | 6.41M | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.04% | $438,943 | 4.5K | Q1 2026 |
| BARINGS LLC$6.2B AUM | 0.04% | $2M | 24.9K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.04% | $10M | 105.8K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.04% | $2M | 17.1K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.04% | $203M | 2.10M | Q1 2026 |
| Fairman Group, LLC$117M AUM | 0.04% | $47,077 | 475 | Q3 2025OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.04% | $300,986 | 3.2K | Q2 2025OLDER |
| Collier Financial$131M AUM | 0.04% | $48,999 | 507 | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.04% | $475,648 | 4.9K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.04% | $2M | 20.6K | Q1 2026 |
| BARD ASSOCIATES INC$398M AUM | 0.04% | $142,376 | 1.5K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.04% | $870,300 | 9.0K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.04% | $1M | 13.2K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.04% | $9M | 91.8K | Q1 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 0.04% | $352,504 | 3.4K | Q4 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.03% | $2M | 15.1K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $6M | 58.4K | Q1 2026 |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.03% | $204,521 | 2.1K | Q1 2026 |
| CULBERTSON A N & CO INC$771M AUM | 0.03% | $261,187 | 2.7K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.03% | $690,929 | 7.1K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.03% | $294,935 | 3.0K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.03% | $27M | 278.7K | Q1 2026 |
| American Financial Advisors, LLC$750M AUM | 0.03% | $235,041 | 2.4K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 0.03% | $504,290 | 5.2K | Q1 2026 |
| Portside Wealth Group, LLC$738M AUM | 0.03% | $228,502 | 2.4K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.03% | $454,401 | 4.7K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.03% | $633,326 | 6.1K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.03% | $2M | 21.5K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.